$103.13
-0.26-0.25%
At close: Sep 2, 5:00 PM EST
$103.42
0.290.28%
After Hours: 5:31 PM EST
Applied Optoelectronics Inc
AAOINASDAQ
Applied Optoelectronics Earnings & Forecasts
Applied Optoelectronics (AAOI) earnings history, EPS estimates, revenue forecasts and company guidance.
Earnings Per Share (Non-GAAP)
Quarterly Revenue (Billions)
Applied Optoelectronics Guidance
Applied Optoelectronics (AAOI) last issued guidance on August 6, 2026 for Q3 2026. The company guided earnings per share in the range of $0.11 - $0.26, compared to a consensus EPS estimate of $0.27. Applied Optoelectronics also guided revenue in the range of $255M - $290M for the period.
Compared to prior guidance, Applied Optoelectronics raised its revenue forecast from a prior range of $180M - $198M.
Applied Optoelectronics has issued 16 guidance updates between November 3, 2022 and August 6, 2026. During this period, the company raised its outlook 11 times and lowered it 3 times, providing investors with insight into management's evolving expectations.
Recent Earnings Results
| Metric | Q2 '26 | Q1 '26 | Q4 '25 | Q3 '25 |
|---|---|---|---|---|
| Earnings Per Share (Non-GAAP) | ||||
| Estimate | $0.01 | $-0.06 | $-0.13 | $-0.11 |
| Actual | $0.06 | $-0.07 | $-0.01 | $-0.09 |
| Surprise | +500.0% | -16.7% | +92.3% | +18.2% |
| Revenue | ||||
| Estimate | $190.6M | $155.1M | $130.7M | $119.8M |
| Actual | $191.9M | $151.1M | $134.3M | $118.6M |
| Surprise | +0.69% | -2.58% | +2.75% | -1.00% |
Analyst Estimates — Forward PeriodsSource: Wall Street consensus
| Metric | Q3 '26E | Q4 '26E | Q1 '27E | Q2 '27E |
|---|---|---|---|---|
| Earnings Per Share (Non-GAAP) | ||||
| Consensus | $0.13 | $0.55 | $0.67 | $0.74 |
| Revenue | ||||
| Consensus | $268.3M | $427.3M | — | — |
